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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,933 | $102,382-94.2% | $147,005-96.0% | $80,874-92.7% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 17.43% | 134.89%-117.5pp | 418.76%-401.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,076 | $6,646-68.8% | $8,070-74.3% | $4,297-51.7% |
| Admin fee / account holder | $595 | $7,942-92.5% | $13,006-95.4% | $6,935-91.4% |